SJW Group Common Stock (SJW) Ownership

55.03 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of SJW Group Common Stock (SJW), owning a total of 5.6 million shares. Combined, the top 32 institutional holders of SJW own 84.98% of the company with a total of 27.8 million shares.

In the latest ownership report on September 30th 2024, the top 32 institutional holders decreased their combined ownership of SJW by 313 thousand shares. 1 institutions bought 48,200 total additional shares and increased their ownership by an average of 29.37%. However 1 institutions sold 360,909 total shares and decreased their ownership by an average of 23.06%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of SJW Group Common Stock decreased by a net total of -312,709 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Mariner Value Strategies, LLC	3.622%	-23.055%	1,204,519	-360,909	2024-09-30
Assenagon Asset Management SA	0.638%	29.373%	212,299	48,200	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	16.923%	-0.630%	5,627,420	-35,670	2024-06-30
Vanguard Group Inc	7.409%	-0.184%	2,463,816	-4,529	2024-06-30
State Street Corporation	5.420%	-1.210%	1,772,978	-21,722	2024-03-31
T. Rowe Price Associates, Inc.	5.495%	1.052%	1,666,038	17,347	2022-06-30
State Street Corp	4.959%	-6.990%	1,649,039	-123,939	2024-06-30
Covington Capital Management	5.157%	0.000%	1,590,799	0	2022-09-30
HPM Partners LLC	4.377%	-6.676%	1,455,641	-104,128	2024-06-30
Mariner Value Strategies, LLC	3.622%	-23.055%	1,204,519	-360,909	2024-09-30
Amundi	3.604%	9.568%	1,198,588	104,670	2024-06-30
Morgan Stanley - Brokerage Accounts	3.117%	16.997%	1,036,606	150,592	2024-06-30
Amvescap Plc.	2.298%	-6.329%	764,030	-51,624	2024-06-30
Geode Capital Management, LLC	2.133%	5.642%	709,120	37,870	2024-06-30
Dimensional Fund Advisors, Inc.	2.120%	-0.116%	704,855	-817	2024-06-30
T. Rowe Price Investment Management,Inc.	1.597%	-63.961%	507,483	-900,677	2023-03-31
Kbc Group NV	1.426%	0.000%	474,307	0	2024-06-30
American Century Companies Inc	1.373%	9.602%	448,972	39,334	2024-03-31
First Trust Advisors L.P.	1.284%	13.513%	427,076	50,839	2024-06-30
Northern Trust Corp	1.153%	2.102%	383,260	7,891	2024-06-30
Legal & General Group PLC	1.151%	-0.360%	382,895	-1,384	2024-06-30
Charles Schwab Investment Management Inc	1.051%	5.435%	349,321	18,008	2024-06-30
Bank of New York Mellon Corp	1.022%	1.298%	339,990	4,357	2024-06-30
Nuveen Asset Management, LLC	0.973%	99.835%	323,540	161,636	2024-06-30
Gabelli Funds LLC	0.942%	-1.024%	290,000	-3,000	2022-09-30
Schroder Investment Management Group	0.813%	0.889%	270,247	2,380	2024-06-30
Cramer Rosenthal McGlynn LLC	0.841%	-16.818%	259,521	-52,469	2022-12-31
Capital Research Global Investors	0.752%	0.000%	242,255	0	2023-12-31
JPMorgan Chase & Co	0.726%	107.479%	237,482	123,021	2024-03-31
Raymond James & Associates	0.778%	-3.603%	235,776	-8,812	2022-09-30
Goldman Sachs Group Inc	0.667%	115.833%	214,950	115,359	2023-12-31
Assenagon Asset Management SA	0.638%	29.373%	212,299	48,200	2024-09-30
Renaissance Technologies Corp	0.587%	-9.052%	191,900	-19,100	2024-03-31
Victory Capital Management Inc.	0.574%	-16.506%	190,719	-37,704	2024-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of SJW Group Common Stock (SJW), owning a total of 1.9 million shares. Combined, the top 41 mutual fund holders of SJW own 52.85% of the company with a total of 17.2 million shares.

In the latest ownership report on October 31st 2024, the top 41 fund holders increased their combined ownership of SJW by 28 thousand shares. 5 funds bought 36,091 total additional shares and increased their ownership by an average of 2.04%. However 3 funds sold 7,704 total shares and decreased their ownership by an average of 0.96%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding SJW Group Common Stock increased by a net total of 28,387 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.706%	0.101%	1,897,580	1,920	2024-10-31
iShares Russell 2000 ETF	2.465%	-0.225%	819,799	-1,848	2024-10-31
First Trust Value Line® Dividend ETF	2.299%	-0.047%	764,523	-356	2024-10-31
iShares Global Water ETF USD Dist	1.362%	0.000%	452,934	0	2024-10-31
First Trust Water ETF	1.191%	0.288%	395,924	1,138	2024-10-31
SPDR® S&P Dividend ETF	1.113%	8.371%	369,977	28,578	2024-10-31
iShares US Infrastructure ETF	1.066%	0.698%	354,433	2,455	2024-10-31
iShares Russell 2000 Value ETF	0.931%	0.000%	309,453	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.793%	0.764%	263,770	2,000	2024-10-31
Invesco Water Resources ETF	0.670%	0.000%	222,627	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.617%	-2.610%	205,230	-5,500	2024-10-31
Amundi MSCI Water ESG scrnd ETF Dist	0.566%	0.000%	188,215	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.706%	0.101%	1,897,580	1,920	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.702%	0.102%	898,507	917	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.661%	0.436%	849,671	3,692	2023-03-31
Nuance Mid Cap Value Separate Account	2.508%	-27.154%	834,035	-310,893	2024-09-30
iShares Russell 2000 ETF	2.465%	-0.225%	819,799	-1,848	2024-10-31
First Trust Value Line® Dividend ETF	2.299%	-0.047%	764,523	-356	2024-10-31
Nuance Mid Cap Value Institutional	1.897%	-10.442%	630,705	-73,537	2024-07-31
T. Rowe Price Small-Cap Stock	1.602%	-9.440%	494,046	-51,500	2022-12-31
T. Rowe Price US Small-Cap Core Equity	1.602%	69.550%	494,046	202,659	2022-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.379%	1.373%	458,395	6,207	2024-09-30
iShares Global Water ETF USD Dist	1.362%	0.000%	452,934	0	2024-10-31
KBI Water A GBP	1.303%	29.870%	433,217	99,640	2024-08-31
First Trust Water ETF	1.191%	0.288%	395,924	1,138	2024-10-31
American Century U.S. Small Cap Gr SMA	1.188%	4.132%	377,506	14,979	2023-06-30
Vanguard Extended Market Index Investor	1.165%	-0.020%	370,227	-74	2023-08-31
SPDR® S&P Dividend ETF	1.113%	8.371%	369,977	28,578	2024-10-31
American Century Small Cap Growth Inv	1.132%	4.672%	365,003	16,291	2024-03-31
American Century U.S. Small Cap Growth	1.132%	4.672%	365,003	16,291	2024-03-31
SPDR® S&P US Dividend Aristocrats ETFDis	1.134%	-7.488%	360,115	-29,149	2023-07-31
iShares US Infrastructure ETF	1.066%	0.698%	354,433	2,455	2024-10-31
Fidelity Small Cap Index	0.995%	-2.433%	330,885	-8,252	2024-08-31
iShares Russell 2000 Value ETF	0.931%	0.000%	309,453	0	2024-10-31
Fidelity® Small Cap Index	0.965%	2.816%	308,153	8,439	2023-10-31
T. Rowe Price Small-Cap Value	0.990%	-0.431%	300,020	-1,300	2022-09-30
iShares S&P Small-Cap 600 Growth ETF	0.921%	0.000%	294,107	0	2023-11-30
T. Rowe Price Instl Small-Cap Stock	0.917%	-2.934%	282,838	-8,549	2022-12-31
Nuance Concentrated Value	0.929%	-22.002%	281,583	-79,429	2022-09-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.793%	0.764%	263,770	2,000	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.799%	-0.144%	257,565	-371	2024-05-30
American Funds SMALLCAP World A	0.756%	0.000%	242,255	0	2023-12-31
iShares S&P Small-Cap 600 Value ETF	0.729%	0.000%	232,834	0	2023-12-29
T. Rowe Price U.S. SC Core Eq Tr-Z	0.759%	-1.620%	230,031	-3,787	2022-12-31
KBI Water A EUR	0.756%	3.036%	229,117	6,750	2022-09-30
Vanguard Tax-Managed Small Cap Adm	0.689%	7.167%	229,039	15,317	2024-09-30
Invesco Water Resources ETF	0.670%	0.000%	222,627	0	2024-10-31
Amundi - KBI Aqua ISR C	0.673%	-19.122%	220,063	-52,029	2024-07-31
Invesco S&P Global Water ETF	0.660%	0.000%	212,410	0	2024-03-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.617%	-2.610%	205,230	-5,500	2024-10-31
Vanguard Utilities ETF	0.581%	-0.297%	193,068	-575	2024-09-30
Amundi MSCI Water ESG scrnd ETF Dist	0.566%	0.000%	188,215	0	2024-10-31
DFA US Micro Cap I	0.557%	0.000%	182,035	0	2024-08-31